About
Samantha Palm is a Portfolio Manager at Parnassus Investments, LLC, based in San Francisco, CA, where she leads the firm’s fixed-income strategies, particularly the Parnassus Fixed Income Fund. She chairs the firm’s fixed-income committee and is recognized for expanding the ESG footprint within the fixed-income space, overseeing top-down strategic positioning, risk assessment, and engagement with issuers on sustainability factors. Samantha's investment focus spans green and sustainable bonds, investment-grade corporates, and sector-specific analysis within financials, plumbing, paint, and home improvement industries as part of her efforts to capitalize on low-carbon transition opportunities.
Prior to joining Parnassus in 2013, Samantha Palm served as Vice President in the fixed income group at Wells Fargo Securities, and worked as an equity research analyst at Robert W. Baird & Co., bringing more than a decade of capital markets experience. She is also Sector Head for Financials at Parnassus and sits on all the smaller sector teams, contributing to the firm's broad-based ESG strategy.
Palm earned her Bachelor of Science degree with honors in Applied Economics from the University of Wisconsin-Madison. She is noted for pioneering advocacy in ESG fixed income, leading her fund to become a recognized force in sustainability-oriented asset management, and for her continuous industry engagement driving progress in responsible investment practices.
Career History
| Organization | Role | Date Range | Details | 
|---|---|---|---|
| Parnassus Investments | Portfolio Manager | May 2013 to Present | — | 
| Wells Fargo | Vice President | Apr 2008 to Mar 2013 | — | 
| Baird | Equity Research Analyst | Jan 2006 to Jan 2008 | — | 
Education
University of Wisconsin - Madison
Bachelor Of Science, Applied Economics
2003 — 2006
Others at Parnassus Investments, LLC (16)
| Name | Role | Location | 
|---|---|---|
| AAndrew Choi | Portfolio Manager | Los Angeles, CA , United States | 
| Vice President, Advisory Consultant | Chicago, IL , United States | |
| Portfolio Manager and Senior Research Analyst | San Francisco, CA , United States | |
| Incoming Research Analyst | San Francisco, CA , United States | |
| Research Analyst | San Francisco, CA , United States | |
| JJean Lu | Managing Director, Research Team Strategy | CA , United States | 
| LLori Keith | Director of Research | Oakland, CA , United States | 
| MMinh Bui | Portfolio Manager | San Francisco, CA , United States | 
| Senior Research Analyst | Campbell, CA , United States | |
| Investment Analyst | Charlotte, NC , United States |